SOA Wealth Advisors’s Chart Industries GTLS Stock Holding History

SOA Wealth Advisors’s Portfolio GTLS Stock Details GTLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4	Closed	-$497	–	886
2024 Q3	$497	Buy	+4	New	+$525	﹤0.01%	747

Other funds holding GTLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SOA Wealth Advisors's GTLS Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Chart Industries (GTLS) in Q4 2024, closing a stake of 4 shares — an estimated $497 sold.

SOA Wealth Advisors first reported a position in GTLS in Q3 2024 and held it in 1 quarter. The position peaked at $497 in Q3 2024. 527 funds tracked by Wall St. Rank hold GTLS as of Q4 2024.

SOA Wealth Advisors reported no remaining Chart Industries position as of Q4 2024 after selling out during the quarter.
SOA Wealth Advisors sold 4 Chart Industries shares in Q4 2024, an estimated $497.
SOA Wealth Advisors first reported a position in Chart Industries in Q3 2024 and held it in 1 quarter.
SOA Wealth Advisors's Chart Industries position peaked at $497 in Q3 2024.
527 funds tracked by Wall St. Rank held Chart Industries as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.